Business Health Check Questionnaire

List the accounting reports you use, how often you review them, and who you discuss them with:*

Report	Frequency	Discussed with

Where do you record your accounting data? Do you use particular software, e.g. Xero?*
What do you think the strengths and weaknesses of your current accounting system are?*
What are your biggest frustrations or fears related to accounting and what would it mean if they were resolved?*

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Describe your sales process, from initial sending a quote (if applicable), quote being accepted, raising the invoice, receiving payment from a customer:*
Describe your bill payment process, from approving a purchase to go ahead, receiving the supplier invoice, approving it for payment, deciding where it should be coded, paying the bill:*
Describe your bookkeeping process, including how often bank transactions are processed, who does that, and how often the bank balance in your accounting records is checked against a bank statement:*

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What checks are in place to ensure the reports that you receive are accurate?*
What services does your accountant provide to you, and how often are you in contact with them? (Note: we aren't selling accounting services, we just want to help you get the most value from your accountant.)*
Do you have any specific questions about accounting/bookkeeping that you would like to discuss on the call?*
Your Skype ID or phone number (for the call)*
Phone
This field is for validation purposes and should be left unchanged.

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